Stevanato down 30%. Yikes.
Stevanato fell 30% after forecasting low-single-digit 2027 growth as lower Nexa syringe volumes from a GLP-1 customer offset solid Q3 margins and non-GLP biologics demand.
Tuesday, November 3, 2026
Back to the front page 
From X
catechwilliams on X
$DAKT New $50M display upgrade award for the Miami Heat arena. Will be a nice boost to current quarter earnings (FQ2'25). https://t.co/sLAFBEerYi
catechwilliams on X
$NX Just acquired peer Tyman. >3x leverage, never done a deal before, commodity business, customers all cutting numbers w deteriorating resi remodel activity ($AMWD yesterday, $MBC, $OC, $JELD). Stock is trading at close to 14x EPS. Seen this movie before. Earnings next week.
Brian McGough on X
My team has the stones to tell me "the deck we prepared on $PLNT is the best work we've EVER done." I rarely hear that degree of confidence from anyone. You be the judge...presentation TOMORROW, 8/16. Deets below. https://t.co/u5qz3Xcdl4
Brian McGough on X
The work we're doing on $PLNT is next-level -- similar to what we did on $FND, but with a VERY different conclusion. Analyzing each store from a property developers perspective... Black Book on Friday... https://t.co/XKWvJdeWyH
Brian McGough on X
Is anybody looking at $REAL NOLs? I bet $EBAY is. EBAY has failed in luxury authentication. It NEEDS REAL. They could use $2/share in realized NOLs with the stock trading at $3. Maybe they buy this when it's a $10 stock, but at $3 it's a slam dunk.
Brian McGough on X
$REAL CEO gets an A+ for executing on the model. But a D- for communicating on last night's call. The reality is that supply growth -- THE KEY to GMV/Cash Flow -- is ACCELERATING. Stock getting tagged today in a Quad4 tape on a sloppy guide. But this story 100% on track.
Brian McGough on X
Our call has been to be Short Retail, and Long 'boring' retailers -- things like $BBWI, $GIL, $VVV, $DRVN. Revenue inflecting positive on all three, stocks should grind higher through 2H, while the rest of retail melts down. https://t.co/4HTXOpOsaz
Brian McGough on X
Best Idea Short $FND should literally be down 20% on this print alone. Across the board guide-down and cutting unit growth AGAIN. Winners don't cut unit growth when times are tough, they LEAN-IN and accelerate investment. But in FND's case it's about cash preservation. Bulls are having major thesis drift here.
Investor Letters
All letters- Protean Funds October 2026 AAK $4.6BVIMGF $2.2B
- Polen Capital 5Perspectives Growth Opportunities 3Q 2026 LASR $1.9BTWST $8B
- Palm Harbour Capital third quarter 2026 CEVMF $5.3BCIRSA $3.6B
- Curreen Capital July–September 2026 CLVT $1.4BAAP $2.9B
- O'Keefe Stevens Advisory Q3 2026 OCTV $5.6BCALY $3B
- East 72 Period to 30 September 2026 AVOL $8.3BFCODF $4.8B
- Broyhill Asset Management third quarter 2026 MFP $1.9BVVV $4.4B
- Fairtree Asset Management Q3 2026 SSL $9.7B
Why Essential Properties Realty Trust Keeps Winning
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Jussi Askola, CFA 
48 Top Stock Pitches (26th-1st November) [NO PAYWALL] 🖨️
Capital Employed rounds up 48 stock pitches, led by Greystone’s $14.50 target for organ-transplant logistics firm Strata Critical Medical,…
Portfolio Update: October 2026 + Q3 Earnings outlook
Calumet and other refiners sold off alongside AI names, but the RIN thesis for renewable fuel earnings remains unchanged ahead of Q3…
When the liquidity does not add up
Arbor Realty Trust’s dividend suspension is presented as creating $60 million of liquidity, raising questions about its ability to meet…
Verra veerer
Verra Mobility’s Avis termination threatens 2027 earnings, while Government Solutions profit rose 25% and implied fourth-quarter guidance…
Aura Biosciences: A Pivotal Trial Engineered With Room To Spare
Aura Biosciences expects pivotal Phase 3 bel-sar data in early choroidal melanoma in 2027, funded by $323.8 million of cash into the first…
Equity Eagle 
Life360 ($LIF): The Family App Wall Street Fell Out of Love With
Life360 has fallen 60% despite 40% revenue growth, 100 million monthly users and profitability, as its family-safety subscriptions and…
TSOH Weekly Roundup (10/30/2026)
Markel spent $315 million repurchasing shares in Q3 as Thrive agreed to buy ADT for $7.6 billion and Hasbro cited rising adult toy demand.
Tango: Upgrading 'Buy' Based On ESMO 2026 Vopimetostat PDAC Data And Pathway Advancement Clarity
Tango Therapeutics reported an 82% response rate and 88% nine-month PFS for vopimetostat plus RASONQUE in RAS-mutant pancreatic cancer,…
Terry Chrisomalis 2 clicks
Build-A-Bear (BBW) Part II: The Scion Capital Analyst Tempate and the All Map
Build-A-Bear’s lease overhaul, off-mall expansion and partner-led wholesale growth reshaped a debt-free retailer with $80 million EBITDA,…
PRIM · long Primoris Services CORP
Primoris Services, a $5 billion EPC contractor, has fallen about 60% from its peak.
The Fed Hiked And Dynex Bled, Rithm Held
Rithm Capital’s 0.74x-book valuation and 2.2x dividend coverage contrast with Dynex’s payout above earnings, leaving RITM better positioned…
Benjamin C. Barry 
This Week in Special Situations: Mattel, Winnebago, PayPal
Mattel, Winnebago and PayPal lead 37 special situations spanning activist campaigns, buybacks, M&A and strategic alternatives.
Group 1 Automotive (GPI): Q3 2026 Earnings
Group 1 Automotive trades at 5.5 times earnings as aging gasoline vehicles and EV repairs sustain service profits; insiders bought while…
Daktronics (DAKT): Dominant Leader | Deep Dive
Daktronics, the leader in U.S. sports video boards, targets 10-12% EBIT margins after shifting production to China and Mexico and exiting…
Alexandria Real Estate: Market Sees Declining Occupancy, I See Early Recovery Signs (Rating Downgrade)
Alexandria Real Estate (ARE) faces lease expirations and occupancy pressure through 2028, but leasing momentum supports a projected…
Luuk Wierenga 
Enova International (ENVA): Leading US Online lender with excellent track record
Enova’s Q3 2026 revenue exceeded $1 billion as originations rose 31%, while its failed Grasshopper Bank bid drove a 23% one-day stock…
Innodata responds, Amkor surges, Mega Tech spending on tap
Innodata shares fell 25% to $44.74 after India Today reported 550 job cuts in India.
AppFolio 3Q26 Business Recap: AI Agents Support Growth
AppFolio grew third-quarter revenue 19% as Realm-X AI agents gained adoption, lifting guidance to $1.122 billion to $1.127 billion.
TTM Technologies: The Market Already Caught On To Peak Numbers
TTM Technologies’ record Q3 and data-center exposure drove a 27.7% stock drop as investors questioned debt-funded growth, leverage and the…
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Sectors
Ordered by how often our editor reaches for them.
